AJOVista’s Broadcom AVGO Stock Holding History

AJOVista’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,840	Closed	-$456K	–	123
2024 Q2	$456K	Buy	2,840 +30	+1%	+$4.2K	1.31%	15
2024 Q1	$372K	Hold	2,810	–	–	1.01%	15
2023 Q4	$314K	Buy	+2,810	New	+$266K	0.4%	32

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJOVista's AVGO Position: Q3 2024 in Review

AJOVista sold out of Broadcom (AVGO) in Q3 2024, closing a stake of 2,840 shares — an estimated $456K sold.

AJOVista first reported a position in AVGO in Q4 2023 and held it in 3 quarters. The position peaked at $456K in Q2 2024. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

AJOVista reported no remaining Broadcom position as of Q3 2024 after selling out during the quarter.
AJOVista sold 2,840 Broadcom shares in Q3 2024, an estimated $456K.
AJOVista first reported a position in Broadcom in Q4 2023 and held it in 3 quarters.
AJOVista's Broadcom position peaked at $456K in Q2 2024.
3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.